GM34: When Geopolitics meets Global Macro ft. Jacob Shapiro & Roger Hirst
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 670 Ratings
🗓️ 15 February 2023
⏱️ 74 minutes
🧾️ Download transcript
Summary
Today we are joined by Jacob Shapiro and Roger Hirst. Jacob is the Geopolitics Editor at financial media company Lykeion, co-author of a monthly research publication focused on the converging worlds of Geopolitics and Macro, Partner and Director of Geopolitical Analysis at Cognitive Investments, and Founder and Chief Strategist of the business and political risk consulting firm Perch Perspectives. Roger is the Macro Editor at financial media company Lykeion and the Managing Editor of Real Vision Creative Studios. Together they provide a powerhouse of insights into the machinations of geopolitics and macroeconomics. Key in this conversation are Jacob’s and Roger’s insights into China and whether China has the capacity to influence global growth going forward. In our conversation we explore the possibility and probability of deglobalization and what that might mean. In addition Roger and Jacob turn the spotlight on Latin America and the potential it holds given the current geopolitical and macroeconomic constraints the world is facing. Join us in this deep dive into what lies behind and beneath these pressing issues.
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Episode TimeStamps:
02:42 - Introduction to Shapiro & Hirst
09:22 - Where lies the uncertainty?
11:01 - The ultimate impact on markets
15:32 -...
Transcript
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| 0:00.0 | I think we're headed towards a multipolar world. |
| 0:09.1 | I think the next 10 to 15 years are going to look something like the 1890s and 1900s, |
| 0:13.8 | which were very, very good years. |
| 0:15.4 | You had an energy transition happening. |
| 0:17.5 | You had incredible tech innovations. |
| 0:19.5 | You had a lot of geopolitical competition, but even |
| 0:21.8 | Britain and Germany were trading more and more and more with each other right up until the guns of |
| 0:26.7 | August started. So I think that's the kind of world that we're entering. And I'm optimistic |
| 0:30.8 | about the next five to ten years. I am petrified about the world my children are going to inherit. |
| 0:35.6 | I worry a lot about a U.S.China War 15, 20 years down the line. |
| 0:39.7 | But for the next five to 10 years, I'm far from being in a fetal position. |
| 0:43.3 | I think there's a lot of opportunities out there. |
| 0:45.2 | And I like the risk for war and a lot of these multipolar opportunities. |
| 0:50.8 | Imagine spending an hour with the world's greatest traders. |
| 0:54.5 | Imagine learning from their experiences, their successes, and their failures. |
| 0:58.9 | Imagine no more. |
| 1:00.8 | Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world, |
| 1:07.0 | so you can take your manager, due diligence, or investment career to the next level. |
| 1:11.6 | Before we begin today's conversation, remember to keep two things in mind. |
| 1:15.6 | All the discussion we'll have about investment performance is about the past, |
| 1:19.3 | and past performance does not guarantee or even infer anything about future performance. |
| 1:24.3 | Also understand that there's a significant risk of financial loss with all investment strategies, and you need to request and understand the specific performance. Also understand that there's a significant risk of financial loss with all investment |
... |
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